See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,562 | $96,635+102.4% | $86,612+125.8% | $139,434+40.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 84.36% | 106.41%-22.0pp | 591.07%-506.7pp | 372.94%-288.6pp |
| Employer contribution / active EE | $8,571 | $3,263+162.7% | $3,022+183.6% | $4,751+80.4% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $6,386 | $6,408-0.3% | $5,614+13.7% | $11,403-44.0% |